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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1301
Westover Capital Advisors
Delaware
$449K – – –
BHB
1302
Bank Hapoalim BM
Israel
$449K +$424K +1,700 New
AAM
1303
American Asset Management
Florida
$448K -$15.9K -64 -4%
TF
1304
Trek Financial
Arizona
$447K -$6.23K -25 -1%
BC
1305
Burney Company
Virginia
$444K -$36.6K -147 -8%
MPAM
1306
Murphy Pohlad Asset Management
Minnesota
$443K -$62.3K -250 -13%
NGA
1307
Naples Global Advisors
Florida
$443K – – –
PB
1308
Pinnacle Bancorp
Nebraska
$442K – – –
BCA
1309
Berman Capital Advisors
Georgia
$442K +$8.47K +34 +2%
PJSIMP
1310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$439K +$32.4K +130 +8%
SGK
1311
Steigerwald Gordon & Koch
Virginia
$438K -$138K -555 -25%
OWP
1312
Obermeyer Wealth Partners
Colorado
$438K -$12.5K -50 -3%
EWM
1313
Endurance Wealth Management
Rhode Island
$438K – – –
MS
1314
Marshall & Sullivan
Washington
$437K +$1.25K +5 +0.3%
SWA
1315
Stratos Wealth Advisors
Ohio
$437K +$12.5K +50 +3%
FCM
1316
Fairbanks Capital Management
California
$436K +$218K +873 +113%
HCM
1317
Hutchinson Capital Management
California
$433K -$20.2K -81 -5%
TW
1318
TrinityPoint Wealth
Connecticut
$432K +$384K +1,540 New
HHAA
1319
Henry H. Armstrong Associates
Pennsylvania
$430K +$107K +430 +36%
LIM
1320
Leavell Investment Management
Alabama
$430K +$125K +500 +44%
WWM
1321
Windsor Wealth Management
Indiana
$426K +$403K +1,617 New
BIA
1322
Bigelow Investment Advisors
Maine
$423K – – –
WC
1323
Westhampton Capital
North Carolina
$423K +$399K +1,600 New
MGIA
1324
Moneta Group Investment Advisors
Missouri
$421K +$748 +3 +0.2%
MWC
1325
MBM Wealth Consultants
Missouri
$420K +$16.9K +68 +4%
51 52
53
54 55